About OIEQX
JPMorgan Equity Income Fund R4 is a mutual fund that specializes in generating current income through regular dividend payments, with a secondary focus on capital appreciation. As a large value equity fund, it predominantly invests at least 80% of its assets in the equity securities of corporations known for consistent dividend payouts. These holdings include common stocks, convertible preferred stocks, and certain debt securities, and the fund may also incorporate real estate investment trusts (REITs) for diversification. While it primarily targets large-cap companies, the portfolio may hold equities across various market capitalizations. Managed by a seasoned team, the fund applies a fundamental, bottom-up stock selection process to identify high-quality, undervalued companies with stable earnings and disciplined capital allocation. Notable sector exposures include energy, utilities, real estate, and communication services. With a track record of weathering market downturns and seeking to maintain a stable dividend yield, the JPMorgan Equity Income Fund R4 plays a significant role for investors seeking both income and exposure to U.S. value equities within the broader financial market.
Fund Family JPMorgan
Category Large Value
Performance Rating Average
Risk Rating Below Average
Stock Exchange NASDAQ
Ticker Symbol OIEQX
Share Class Class R4
Index Russell 1000 Value TR
OIEQX had a total return of 23.32% in the past year, including dividends. Since the fund's
inception, the average annual return has been 12.21%.
